401(k) · DOL Form 5500 · 2022

Walker's Shortbread, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
24
Participants Small participant base
56th
Percentile by assets National rank
$268,217
Avg per participant High balance/head
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Official DOL plan name: Walker's Shortbread, Inc. Retirement Plan · Sponsored by Walker's Shortbread, Inc. · New York · Manufacturing

$6M in assets, 24 participants

Walker's Shortbread, Inc.'s Walker's Shortbread, Inc. Retirement Plan reported $6M in total assets and 24 participants in its 2022 DOL Form 5500 filing, ranking in the 56th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #8,429 in Manufacturing (20,602 peers)

Walker's Shortbread, Inc. multi-year trail

Walker's Shortbread, Inc.'s plans moved +17.9% in assets from 2022 to 2024; this filing shows Walker's Shortbread, Inc. Retirement Plan at $6M / 24 participants.

#8,429
in Manufacturing (20,602 peers)
-23.1%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Walker's Shortbread, Inc. Retirement Plan's mid-pack asset rank among Manufacturing and all filers

Walker's Shortbread, Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$6,437,210 Top 44% higher than 56% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Walker's Shortbread, Inc. Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Walker's Shortbread, Inc. Retirement Plan is a small filing (24 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 133836419 · Walker's Shortbread, Inc. PY 2022 · 401(k)

Walker's Shortbread, Inc. Retirement Plan · $6M · 24 · 56th

  • VS-ST $6M
  • BOY 24
  • SCH 56th
  • EBSA 401(k)
  • PART near Avem Business Solutions 401(k) Plan
  • TYPE ind #8429

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Manufacturing retirement plans → · Plans in New York →

Walker's Shortbread, Inc. Retirement Plan in the asset neighbourhood

Walker's Shortbread, Inc. Retirement PlanWalker's Shortbread, Inc. Re…$6MAvem Business Solutions 401(k) PlanAvem Business Solutions 401(…$6MHorn Solutions 401(k) Plan$6MLesco Design & Manufacturing Company, Inc. 401(k) Reteirement Savings PlanLesco Design & Manufacturing…$6MThompson Chevrolet Buick Gmc Inc, 401(k) Profit Sharing Plan and TrustThompson Chevrolet Buick Gmc…$6M
End-of-year total assets ($M) among Walker's Shortbread, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Walker's Shortbread, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Walker's Shortbread, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 17.93902948637686% vs 2022
2024 filing year
$6M$7M$8M$9M 202220232024 $6.44M $7.59M ▲ +17.9%
Year Plans Participants Total Assets
2022 1 24 $6M
2023 1 30 $8M
2024 1 30 $8M

Walker's Shortbread, Inc. filing trail (2022)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$6M
Net Income-$2M
Employer EIN133836419
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Walker's Shortbread, Inc. Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Walker's Shortbread, Inc. Retirement Plan, Total assets ($B): 0.00643721 · Participants: 24Walker's Shortbread, Inc. Retirement PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Walker's Shortbread, Inc. Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Walker's Shortbread, Inc. Retirement Plan side-by-side with 3 peers →

Walker's Shortbread, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Avem Business Solutions 401(k) Plan in OK ($6M); by covered participants it is Storybook Homes, LLC 401(k) Plan in NV (24 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (24 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Walker's Shortbread, Inc. Retirement Plan assets move in 2022? ▼
Walker's Shortbread, Inc. Retirement Plan declined sharply - down 23.1% during 2022, from $8M to $6M. Reported net income was -$2M.
How have Walker's Shortbread, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Walker's Shortbread, Inc.'s sponsor-wide assets grew 17.9%, from $6M to $8M.
Which 401(k) plans are similar in size to Walker's Shortbread, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Avem Business Solutions 401(k) Plan in OK ($6M, 474 participants).
Which 401(k) plans cover a similar participant headcount to Walker's Shortbread, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Storybook Homes, LLC 401(k) Plan in NV (24 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 133836419.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.